Market Overview - The Shanghai Composite Index rose by 0.39% on July 1, with 20 out of the 28 sectors in the Shenwan classification experiencing gains, led by the comprehensive and pharmaceutical sectors, which increased by 2.60% and 1.80% respectively [1] - The defense and military industry saw a decline of 0.24%, with a net outflow of 4.176 billion yuan in main capital [1] Defense and Military Industry Performance - Within the defense and military sector, there are 139 stocks, with 47 stocks rising and 92 stocks falling on the day [1] - The top three stocks with the highest net inflow of capital are: - China Ship Emergency: 354 million yuan - China Shipbuilding: 148 million yuan - Lijun Shares: 145 million yuan [1] - The stocks with the highest net outflow of capital include: - Inner Mongolia First Machinery: 942 million yuan - North Navigation: 532 million yuan - China Ordnance: 394 million yuan [2] Capital Flow Analysis - The following stocks had significant capital inflow: - China Ship Emergency: 20.04% increase with a turnover rate of 15.27% - China Shipbuilding: 2.43% increase with a turnover rate of 1.80% - Lijun Shares: 9.98% increase with a turnover rate of 25.07% [1] - Conversely, the stocks with notable capital outflow include: - Inner Mongolia First Machinery: -0.21% change with a turnover rate of 16.23% - North Navigation: -3.78% change with a turnover rate of 15.58% - China Ordnance: 3.70% change with a turnover rate of 18.44% [2][3]

| 证券代码：300527 | 证券简称：中船应急 | 公告编号：2025-027 | | --- | --- | --- | | 债券代码：123048 | 债券简称：应急转债 | | 中国船舶重工集团应急预警与救援装备股份有限公司 2025 年第二季度可转换公司债券转股情况公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚 假记载、误导性陈述或重大遗漏。 特别提示： 经深圳证券交易所同意，公司可转换公司债券已于 2020 年 5 月 11 日在深圳 证券交易所挂牌交易上市，债券简称"应急转债"，债券代码"123048"。 2.可转债转股期限 本次发行的可转换公司债券转股期自可转换公司债券发行结束之日（2020 年 4 月 16 日）起满六个月后的第一个交易日（2020 年 10 月 16 日）起至可转换 公司债券到期日（2026 年 4 月 9 日）止。 3.可转债转股价格调整情况 根据相关规定和公司《创业板公开发行可转换公司债券募集说明书》（以下 简称"《募集说明书》"）约定，公司本次发行的"应急转债"自 2020 年 10 月 16 日起可转换为公司股份，初始转股价格为 8.90 ...

太平洋证券表示，2025年是"十四五"规划收官之年，军工行业有望摆脱近两年的低迷期，迎来全面复苏 的景气拐点。随着订单恢复正常并陆续释放，军工板块或将进入业绩改善与估值提升的"戴维斯双击"阶 段。 （本文机构观点来自持牌证券机构，不构成任何投资建议，亦不代表平台观点，请投资人独立判断和决 策。） （文章来源：21世纪经济报道） 7月1日，连续多日上涨的军工板块迎来回调，截至14:02，聚焦空天国防的航空航天ETF（159227）跌 0.44%，成交额达8352万元，暂居同标的第一，持仓股中船应急20CM涨停，长城军工涨停，中国海 防、中兵红箭、海兰信、亚光科技、航材股份、中航西飞等股跟涨。 航空航天ETF（159227） 跟踪国证航天指数，该指数军工属性极强，申万一级军工行业占比98.2%，是 全市场军工含量最高的指数，更聚焦的是，其航空航天装备权重占比高达66%，远超中证军工和中证国 防指数。值得一提的是，Wind金融终端数据显示，截至6月30日，航空航天ETF（159227）最新规模 3.22亿元，为跟踪该指数的最大规模ETF。 消息面上，据央视新闻报道，记者当地时间6月29日获悉，俄罗斯于夜间对乌克兰全 ...

Core Viewpoint - The A-share military industry sector is experiencing a rebound, with significant stock price increases observed in several companies, indicating renewed investor interest and confidence in the sector [1] Company Performance - Changcheng Military Industry has seen its stock hit the daily limit up, achieving a remarkable performance of 8 out of 10 trading days with price increases [1] - Other companies such as China Shipbuilding Emergency, Lijun Shares, Sichuan Chuang Electronics, and Jihua Group also experienced stock price surges, with some stocks reaching their daily limit [1] - Zhongke Haixun's stock price increased by over 10%, reflecting positive market sentiment towards military-related stocks [1]

Group 1 - The military industry sector experienced a significant rally in the afternoon, with Changcheng Military Industry (601606) hitting the daily limit and reaching a new high [1] - Other companies such as China Shipbuilding Emergency (300527) and Lijun Co., Ltd. (002651) previously reached their limit up, indicating strong market interest [1] - Zhongke Haixun (300810) saw an increase of over 10%, while other companies like Zhongbing Hongjian (000519), Inner Mongolia First Machinery (600967), and China Marine Defense (600764) also showed notable gains [1] Group 2 - There is a noticeable influx of dark pool funds into these stocks, suggesting increased investor confidence and potential for further growth in the military sector [1]

智通财经7月1日电，军工股局部走强，中船系方向领涨，中船应急20CM涨停，长城电工、利君股份、 际华集团涨停，中船汉光、中科海讯、北化股份、江龙船艇、昆船智能等涨超5%。 军工股局部走强 中船应急20CM涨停 ...

Group 1 - Military stocks continue to be active, with notable increases in share prices [1] - Chengxi Aviation and Hengyu Xintong both saw their stock prices rise over 10% [1] - Other companies such as Great Wall Military Industry and Lijun Shares experienced increases of over 5% [1]

中国船舶重工集团应急预警与救援装备股份有限公司（以下简称"公司"） 监事会于 2025 年 6 月 24 日收到监事会主席程景民先生提交的书面辞职报告。程 景民先生因工作调动申请辞去在公司担任的第三届监事会监事及监事会主席职 务。辞职后，程景民先生将不再担任公司任何职务。 程景民先生在担任公司监事期间勤勉尽责、恪尽职守，对公司规范运作和健 康发展等方面发挥了积极作用。公司及监事会对程景民先生在任职期间为公司所 作出的贡献表示衷心感谢！ 关于监事会主席辞职的公告 特此公告。 本公司及监事会全体成员保证信息披露的内容真实、准确、完整，没有虚假 记载、误导性陈述或重大遗漏。 | 证券代码：300527 | 证券简称：中船应急 | 公告编号：2025-026 | | --- | --- | --- | | 债券代码：123048 | 债券简称：应急转债 | | 根据《公司法》和《公司章程》等相关规定，程景民先生辞职后，公司监事 会成员人数低于法定最低人数，其辞职报告需在公司股东大会选举产生新任监事 或《公司章程》按法律法规调整后生效。在此之前，程景民先生将按相关法律法 规规定继续履行职责。 中国船舶重工集团应急预警与 ...

Market Performance - As of June 24, the nuclear pollution prevention concept sector declined by 1.11%, ranking among the top declines in concept sectors [1] - Within this sector, companies such as Jieqiang Equipment, Beihua Co., and Zhongjin Irradiation experienced significant declines, while 27 stocks saw price increases, with Hanwei Technology, Shengshi Technology, and Antai Technology leading the gains at 13.49%, 4.17%, and 2.89% respectively [1] Concept Sector Overview - The top-performing concept sectors today included: - Reducers: +4.82% - Solid-state batteries: +4.45% - Humanoid robots: +4.30% - Automotive thermal management: +4.02% - Sodium-ion batteries: +3.92% [2] - Conversely, the underperforming sectors included: - Combustible ice: -5.37% - Shale gas: -3.04% - Nuclear pollution prevention: -1.11% [2] Capital Flow Analysis - The nuclear pollution prevention sector saw a net outflow of 436 million yuan, with 37 stocks experiencing net outflows, and 5 stocks exceeding 50 million yuan in outflows [2] - The stock with the highest net outflow was Zhongchuan Emergency, with a net outflow of 76.27 million yuan, followed by Beihua Co. and Jihua Group with outflows of 76.22 million yuan and 56.99 million yuan respectively [2] Individual Stock Performance - Notable stocks with significant net outflows in the nuclear pollution prevention sector included: - Zhongchuan Emergency: -4.94% with a turnover rate of 7.28% and a net outflow of 76.27 million yuan - Beihua Co.: -9.68% with a turnover rate of 14.05% and a net outflow of 76.22 million yuan - Jiekang Equipment: -17.84% with a turnover rate of 28.66% and a net outflow of 39.86 million yuan [3][4]

Group 1 - The military equipment sector experienced a significant decline at the beginning of trading, with Jieqiang Equipment (300875) hitting the 20% daily limit down [1] - Beifang Changlong (301357) fell over 10%, indicating a broader downturn in the sector [1] - Other companies such as Chenxi Aerospace (300581), China Ship Emergency (300527), and Tianqin Equipment (300922) also saw declines, following the trend [1]